Signal Advisors Wealth, LLC
Firm details
- Headquarters
- Detroit, Michigan
- CRD number
- 301086
- Registered since
- December 8, 2022
- Website
- go.signaladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.74%
- HNWI41.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Signal Advisors Wealth, LLC is an independent RIA organized as an LLC that serves individual and family clients with financial planning and portfolio management. The firm is registered with the SEC (registered in 2022). Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting, and it also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. Signal positions itself as a hybrid advisory and insurance practice that leans on third-party managers for certain alternative exposures while keeping a large portion of client capital in public funds and mutual funds. The client roster and service mix suggest a focus on scaled wealth-management relationships rather than acting as a capital allocator or single-family office.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities25%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds4%
- State & Local Bonds1%
Owners & executives
3 of 3
Tiffany Young
President, CEOCRD 7022455
Patrick Kelly
Co-Founder & CEOCRD 5931188
James Morris
Chief Compliance OfficerCRD 3148242
Contacts
3 of 45Sean Mccomber
Planning SpecialistCRD 5656859
Raymond Panquerne
PartnerCRD 5240588
Randall Cashmore
Investment Advisor RepresentativeCRD 4304396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 501Active vs passive
$1.9B in ETFs
56%
$1.1B
25%
$836M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $139M | 1,544,029 | 7.33% |
Location
Detroit, MI
Wayne
Location
Detroit, MI
Headquartered in Detroit, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 1555 Broadway St
- Time zone
- ET (UTC-5)
- Office locations
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